Changes between Version 1 and Version 2 of projects/crm_review/usecases


Ignore:
Timestamp:
Sep 3, 2008, 1:41:00 PM (13 years ago)
Author:
Jamie McClelland
Comment:

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  • projects/crm_review/usecases

    v1 v2  
    88
    99 * Define custom fields:
    10 
    1110  * Simple custom field checkbox: Housing status (own/rent)
    1211  * Drop down field: type of contact (Member, Ally, Other)
    13 
    1412 * Define several groups:
    15 
    1613  * All Members
    1714  * Everyone in a given zip code
    … …  
    2017
    2118 * An organizer returns from a meeting with a sign in sheet, listing 10 names with phone numbers, postal addresses and email addresses that need to be entered into the database
    22 
     19  * The meeting itself needs to be entered
    2320  * One of the new contacts is a family member of an existing member (and they share the same house)
    2421  * One person on the list has indicated that their phone is temporarily disconnected
    2522  * All new entries should be coded to indicate that they were first contacted at the meeting
    26   *
    27 
     23  * One of the members has paid their dues - they need to be entered and have their dues payment recorded
     24  * One of the members facilitated the meeting, which should be recorded
    2825 * An organizing is making phone calls from a call sheet (see below). For several calls, they need to update the records with:
    29 
    3026  * Best time to contact
    3127  * Add/delete/edit information about number of kids, etc.
    32 
    3328 * An organizer returns from a conference with the list of conference attendees and wants to add several organizations that they met at the conference:
    34 
    3529  * Add an ally organization and two contacts from that organization, with one designated as the primary contact
    3630  * Add a potential funder